DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Jameson Wynne
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Christopher Wynne
At current firm
12 y
since Apr 8, 2014
In the industry
32 y
since Dec 3, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Apr 8, 2014 · Atlanta, Ga
- Aprio Wealth Management, LLC independent RIAJun 10, 2003 to Apr 8, 2014 · Atlanta, Ga
- Ameriprise Financial Services, LLC national BDMar 20, 2003 to May 16, 2003 · Marietta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Aprio Wealth Management, LLC to Morgan Stanleyleft Apr 8, 2014, registered Apr 8, 2014 (0 days) · Other
- Ameriprise Financial Services, LLC to Aprio Wealth Management, LLCleft May 16, 2003, registered Jun 10, 2003 (25 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address